The findings on a newly released report shows that Virtually all advisors rely on web and digital capabilities from product providers and distributors, although many focus mainly on select providers.
Discover what’s next on the CEFA content calendar. From podcasts to webinars, we offer a range of opportunities for collaboration. There are 24 dates in 2019 -- be sure to get on the calendar and take advantage of this insightful member benefit.
CEFA is broadening its successful secondary marketing program to include BDC’s and Interval Funds. These similar products also feature similar issues in maintaining effective awareness in the secondary markets. By joining forces, CEFA can apply more resources to its efforts to educate and inform investors and advisors.